ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,449,335 | -6.6% | 38,661 | -0.5% | 3.64% | -0.3% |
| Q2 2023 | $3,694,817 | +1.9% | 38,856 | +0.1% | 3.65% | -2.8% |
| Q1 2023 | $3,626,517 | +0.2% | 38,804 | -2.2% | 3.76% | -3.8% |
| Q4 2022 | $3,621,079 | +224.5% | 39,657 | +192.9% | 3.90% | -10.9% |
| Q3 2022 | $1,116,000 | -69.3% | 13,538 | -66.8% | 4.38% | +7.5% |
| Q2 2022 | $3,634,000 | -14.8% | 40,836 | -1.9% | 4.08% | +5.2% |
| Q1 2022 | $4,263,000 | -3.3% | 41,611 | -1.5% | 3.88% | +4.1% |
| Q4 2021 | $4,410,000 | – | 42,231 | – | 3.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,206,522 | $126,070,000 | 15.26% |
| RGT Wealth Advisors, LLC | 872,930 | $91,212,000 | 13.92% |
| Palisades Hudson Asset Management, L.P. | 306,344 | $32,010,000 | 13.66% |
| Kaydan Wealth Management, Inc. | 205,215 | $21,442,952 | 8.12% |
| Probity Advisors, Inc. | 279,882 | $29,245,000 | 5.78% |
| Forbes Financial Planning, Inc. | 54,532 | $5,700,000 | 5.62% |
| Sterling Financial Planning, Inc. | 83,623 | $8,738,000 | 5.46% |
| Stone Asset Management Inc. | 78,769 | $8,231,000 | 4.85% |
| ETFIDEA, LLC | 113,210 | $11,829,313 | 4.75% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 56,659 | $5,920,000 | 4.05% |